The to-do list tied directly to your leads, deals, and deadlines.
Steps
- 01
Where tasks come from
Create one manually from Tasks → + New Task, or let an automation create one for you (e.g. "no response in 24h → create follow-up task").
- 02
Stay on top of overdue work
The Tasks badge in the sidebar shows how many are overdue. Sort by due date to clear the oldest first.
- 03
Assign to a teammate
Every task can have an owner. Assigning makes it show up on that person’s task list and sends them a notification.